A Step-by-Step Guide to Salesforce Field Service & Service Cloud Integration
Introduction For many organizations, customer service and field service operations run on separate tracks. Service Cloud agents log cases, while Field Service teams manage scheduling and work orders. When disconnected, this creates: Delays in dispatching technicians Lack of visibility for customer support teams Frustrated customers who repeat information The solution? Integrating Salesforce Service Cloud […]
Work Orders Made Simple: Salesforce Field Service Integration with Dashpivot & Procore
Introduction For field service and construction teams, work orders are the heartbeat of daily operations. Salesforce Field Service manages scheduling and customer interactions, while site tools like Dashpivot and Procore handle on-ground execution. The challenge? Disconnected work orders. Salesforce has the order, but field teams don’t see it in Dashpivot/Procore. Site teams complete tasks, but […]
